Vice President, Accounting Advisory

Core Responsibilities

• Lead the execution of Accounting Advisory engagements across multiple clients
• Provide direction, management, and task delegation to Associates and other junior team members
• Serve as a primary point of contact with client leadership teams throughout engagements
• Ensure engagement timelines, deliverables, and client expectations are managed effectively
• Lead technical accounting and financial reporting
• Prepare and review technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedules
• Support purchase price accounting analyses and related journal entries
• Aid clients in navigating complex US GAAP accounting issues and financial reporting requirements
• Coordinate with external auditors and assist clients in managing year-end audit processes
• Assess accounting and finance processes to identify opportunities for improvement
• Identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controls
• Diagnose root causes of reporting inefficiencies and propose practical solutions
• Support implementation of improved reporting processes and finance infrastructure
• Conduct financial analysis and provide operational insights
• Review and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt items
• Manage investigation and Q&A processes related to key financial statement fluctuations
• Translate financial reporting insights into operational recommendations
• Engage with clients in financial reporting, operational discovery, and change management initiatives
• Guide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operations
• Communicate engagement progress and key findings to senior leadership and internal stakeholders

Qualifications

• Undergraduate degree in Accounting, Finance, or a related field required
• Active CPA license strongly preferred
• 6–8+ years of relevant professional experience in technical accounting and financial reporting
• Prior experience in public accounting (Big 4 or national firm audit practice) strongly preferred
• Experience in accounting advisory, transaction accounting, or corporate accounting/finance roles preferred
• Demonstrated experience managing teams and leading multiple client engagements
• Experience coordinating year-end audits with external accounting firms